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Wealth Management Careers Coach
Location
United States
Posted
1 day ago
Salary
0
Seniority
Senior
Job Description
Wealth Management Careers Coach
Leland
• Work with students and professionals pursuing careers in wealth management • Teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning • Guide students in applying AI fundamentals and AI automation to modern wealth management work • Support the career side of the journey, including resume review, cover letters, LinkedIn review, interview prep, salary negotiation, promotion strategy, networking strategy, and freelancing
Job Requirements
- Professional experience in wealth management
- Prior coaching or mentoring experience
- A clear, structured approach to breaking down financial and career topics
Benefits
- The chance to join a world-class team helping people achieve their career and educational dreams
- Work in a collaborative, high-energy environment where your contributions have a direct impact
- Operate in a fast-paced, AI-native environment
- We don't hire people who merely want to work for a great company; we hire people who want to *make* a great company
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